PPWP
Premier Path Wealth Partners’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
46,084
+1,405
| +3% | +$73K | 0.33% | 68 |
|
|
2025
Q1 | $2.24M | Buy |
44,679
+3,636
| +9% | +$183K | 0.35% | 67 |
|
|
2024
Q4 | $2.24M | Buy |
41,043
+1,303
| +3% | +$71K | 0.34% | 67 |
|
|
2024
Q3 | $2.19M | Buy |
39,740
+2,055
| +5% | +$113K | 0.34% | 68 |
|
|
2024
Q2 | $1.97M | Buy |
37,685
+2,134
| +6% | +$112K | 0.34% | 72 |
|
|
2024
Q1 | $2.02M | Buy |
35,551
+8,132
| +30% | +$463K | 0.38% | 67 |
|
|
2023
Q4 | $1.5M | Buy |
+27,419
| New | +$1.5M | 0.33% | 68 |
|